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Diageo
DEO

Overview Fund Activity

950 hedge funds and large institutions have $10.7B invested in Diageo in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 302 increasing their positions, 354 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+24
Holders Change %
+2.59%
% of All Funds
16.59%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
88
Increased
302
Reduced
354
Closed
53
Calls
$183M
Puts
$263M
Net Calls
-$80.7M
Net Calls Change
-$39.7M

Top Buyers

1
AC
1
AKO Capital
United Kingdom
$246M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$245M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$70.5M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$22.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$15.3M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$32.4M
2
Wells Fargo
2
Wells Fargo
California
$593M
3
NI
3
Nuance Investments
Missouri
$10.5M
4
Charles Schwab
4
Charles Schwab
California
$375M
5
OAG
5
Orbis Allan Gray
Bermuda
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
351
Joel Isaacson & Co
New York
$1.23M +$1.53K +8 +0.1%
CS
352
Comerica Securities
Michigan
$1.22M +$171K +893 +16%
DBRC
353
D.B. Root & Company
Pennsylvania
$1.22M -$48.3K -252 -4%
LFAS
354
Level Four Advisory Services
Texas
$1.21M +$109K +567 +10%
AT
355
Arden Trust
Delaware
$1.2M -$83.2K -434 -6%
PA
356
Probity Advisors
Texas
$1.2M -$22.1K -115 -2%
FFWA
357
FRG Family Wealth Advisors
Washington
$1.2M – – –
AWP
358
Accretive Wealth Partners
New Jersey
$1.19M +$123K +642 +12%
FGP
359
Foyston, Gordon, & Payne
Ontario, Canada
$1.19M -$85.7K -447 -7%
CFB
360
Cullen/Frost Bankers
Texas
$1.17M +$176K +916 +18%
RPC
361
Rossmore Private Capital
Connecticut
$1.16M +$16.3K +85 +1%
RC
362
Roundview Capital
New Jersey
$1.16M +$20.1K +105 +2%
VFA
363
Valeo Financial Advisors
Indiana
$1.16M -$8.82K -244 -0.8%
SIMM
364
Stillwater Investment Management (Minnesota)
Minnesota
$1.16M -$20.5K -107 -2%
HFM
365
Hartford Financial Management
Connecticut
$1.15M – – –
SWM
366
Spire Wealth Management
Virginia
$1.14M -$452K -2,357 -28%
SWP
367
Stratos Wealth Partners
Ohio
$1.14M -$19K -99 -2%
SIAP
368
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.14M -$19K -99 -2%
MAFM
369
Mid Atlantic Financial Management
Pennsylvania
$1.14M -$30.3K -158 -3%
AFM
370
Abbot Financial Management
Massachusetts
$1.13M – – –
PMG
371
ProVise Management Group
Florida
$1.11M -$575 -3 -0.1%
S
372
SignatureFD
Georgia
$1.11M +$210K +1,096 +23%
SCI
373
Stableford Capital II
Arizona
$1.1M +$24.7K +129 +2%
AIA
374
Avalon Investment & Advisory
Texas
$1.1M -$1.3M -6,803 -54%
MLL
375
Moody Lynn & Lieberson
Massachusetts
$1.1M -$62.7K -327 -5%
13 14
15
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